About this role

Join RBC's Family Office Services team as a Financial Planning Specialist to create customized financial plans for High Net Worth clients. You will collaborate with advisors, provide expert knowledge in various planning areas, and contribute to business development and revenue generation.

What we are looking for

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Prepare comprehensive financial plans for HNW clients
Specialize in financial, investment, retirement, tax, risk, and estate planning
Provide expert knowledge on complex financial strategies
Collaborate with Financial Planning Analysts
Five years of experience in tax planning for HNW clients
Relevant professional designation (CPA/CA/CMA/CGA)

Skills mentioned

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Microsoft Office